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IFP Advisors’s Constellation Energy CEG Stock Holding History

IFP Advisors’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3M Buy
12,071
+2,512
+26% +$707K 0.05% 378
2026
Q1 		$2.67M Buy
9,559
+1,597
+20% +$485K 0.06% 367
2025
Q4 		$2.81M Buy
7,962
+1,652
+26% +$600K 0.06% 336
2025
Q3 		$2.08M Buy
6,310
+2,617
+71% +$845K 0.05% 375
2025
Q2 		$1.26M Sell
3,693
-671
-15% -$178K 0.04% 506
2025
Q1 		$880K Buy
4,364
+1,961
+82% +$526K 0.03% 591
2024
Q4 		$537K Sell
2,403
-32
-1% -$7.98K 0.02% 707
2024
Q3 		$633K Sell
2,435
-1,364
-36% -$271K 0.02% 608
2024
Q2 		$761K Buy
3,799
+1,078
+40% +$220K 0.03% 516
2024
Q1 		$503K Buy
2,721
+307
+13% +$43.6K 0.02% 607
2023
Q4 		$282K Buy
2,414
+93
+4% +$10.9K 0.01% 798
2023
Q3 		$253K Sell
2,321
-3,209
-58% -$331K 0.01% 859
2023
Q2 		$506K Buy
5,530
+80
+1% +$6.63K 0.02% 649
2023
Q1 		$229K Sell
5,450
-2,486
-31% -$201K 0.01% 894
2022
Q4 		$341K Buy
7,936
+896
+13% +$80.6K 0.01% 1076
2022
Q3 		$306K Buy
7,040
+1,215
+21% +$89.6K 0.01% 1185
2022
Q2 		$252K Hold
5,825
– – 0.01% 1167
2022
Q1 		$252K Buy
+5,825
New +$284K 0.01% 1167

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP Advisors's CEG Position: Q2 2026 in Review

IFP Advisors increased its Constellation Energy (CEG) stake by 26% in Q2 2026, buying an estimated $707K and bringing the position to 12,071 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #378.

IFP Advisors first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • IFP Advisors held 12,071 shares of Constellation Energy worth $3M as of Q2 2026.
  • IFP Advisors bought 2,512 Constellation Energy shares in Q2 2026, an estimated $707K.
  • Constellation Energy made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #378 holding.
  • IFP Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.